Finance, Accounting & Budgeting

Private Banking and Wealth Management: HNW Client Advisory and Relationship Management – Dubai, 15–19 Feb 2027

Private Banking and Wealth Management: HNW Client Advisory and Relationship Management runs in Dubai from Monday 15 February to Friday 19 February 2027 (1 Week). The fee is 19,500 SAR per participant. The same programme is also scheduled in 7 other cities.

Dates: Monday 15 Feb – Friday 19 Feb 2027
Length: 1 Week
Fee per participant: 19,500 SAR
Format: In person, Dubai
Venue: Five-star CBD venue
Status: Open for registration
Week: 7 of 2027
Reference: 327_12636

This session

15–19 Feb 2027

This Private Banking and Wealth Management: HNW Client Advisory and Relationship Management session in Dubai runs from Monday 15 February to Friday 19 February 2027 (week 7, Q1 2027). It is the 1st of 2 dates in Dubai in 2027, at a fee of 19,500 SAR, the same for each of them. Registration is open for this date. It is held in person at Five-star CBD venue.

When else does it run in Dubai?

15 – 19 February 2027 This date 19,500 SAR
12 – 16 April 2027 19,500 SAR

How do I book this date?

Reference for this date: 327_12636. Quote it when you contact us.

Before you book, read our cancellation policy.

Let’s talk about your next step.

Questions about this date

When does Private Banking and Wealth Management: HNW Client Advisory and Relationship Management in Dubai start and finish?

It starts on Monday 15 February and finishes on Friday 19 February 2027: 1 Week.

How much does Private Banking and Wealth Management: HNW Client Advisory and Relationship Management in Dubai cost?

The fee for this date is 19,500 SAR per participant. Please read our cancellation policy before you book.

Is this date held in person or online?

It is held in person in Dubai, at Five-star CBD venue.

Where else does Private Banking and Wealth Management: HNW Client Advisory and Relationship Management run?

It is also scheduled in 7 other cities: Amsterdam, Barcelona, Dammam, Jeddah, London, Paris and Riyadh.

What does this programme cover?

Private banking and wealth management relationships are lost less often through poor markets than through thin client discovery, advice that does not fit the client's goals and risk capacity, unclear mandates and fees, and slow responses when a family's needs change. This Core Concept course prepares relationship managers and advisers to serve high-net-worth clients end to end: segmenting and onboarding clients, profiling risk, planning around goals, choosing between advisory and discretionary mandates, positioning products and credit, and handling succession conversations. Participants rehearse each client meeting and leave with a Client Wealth Proposal and Relationship Plan.

The programme outline covers:

Introduction
Course Objectives
Target Audience
Course Outline
Day 1: The Private Banking Client and Service Model
Day 2: Client Discovery, Onboarding and Risk Profiling
Day 3: Goals-Based Wealth Planning and Mandate Choice
Day 4: Succession Conversations, Conduct and Difficult Client Cases
Day 5: Client Meeting Role-Play and the Wealth Proposal
Skills You Will Gain
Why Attend This Course
Conclusion